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Global Partners

Name Holding Trade Value Shares
Change
Change in
Stake
TWM
51
Tradition Wealth Management
Minnesota
$95K
FHA
52
First Horizon Advisors
Tennessee
$95K +$101K +4,500 New
CPA
53
Cowen Prime Advisors
New York
$88K
JP Morgan Chase
54
JP Morgan Chase
New York
$88K +$76.8K +3,406 +448%
AWA
55
Arkadios Wealth Advisors
Georgia
$66K +$31K +1,375 +79%
DWA
56
Dorsey Wright & Associates
California
$37K +$39.6K +1,756 New
HA
57
Herold Advisors
New York
$33K +$36.1K +1,600 New
Rockefeller Capital Management
58
Rockefeller Capital Management
New York
$32K +$924 +41 +3%
CBT
59
CoreFirst Bank & Trust
Kansas
$21K
SPIA
60
Steward Partners Investment Advisory
New York
$17K +$18K +800 New
PFA
61
Professional Financial Advisors
Nebraska
$16K
CA
62
Centerpoint Advisors
Massachusetts
$11K
PA
63
PSI Advisors
Florida
$10K +$10.9K +485 New
POIA
64
Pin Oak Investment Advisors
Texas
$9K
APA
65
American Portfolios Advisors
New York
$8.47K
PFGIA
66
Patriot Financial Group Insurance Agency
Massachusetts
$8K +$113 +5 +1%
GWSG
67
GPS Wealth Strategies Group
Colorado
$7K
S
68
SignatureFD
Georgia
$6K
MSFP
69
Mark Sheptoff Financial Planning
Connecticut
$4K -$4.51K -200 -50%
AA
70
AlphaMark Advisors
Kentucky
$4K
DOA
71
D'Orazio & Associates
Virginia
$3K +$2.82K +125 New
SSB
72
Sandy Spring Bank
Maryland
$2K +$68 +3 +3%
HI
73
Harbour Investments
Wisconsin
$1K +$23 +1 +4%
Bank of Montreal
74
Bank of Montreal
Ontario, Canada
-$2.77M -104,800 Closed
SFI
75
Susquehanna Fundamental Investments
Pennsylvania
-$408K -15,758 Closed